See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,815 | $110,257+26.8% | $96,544+44.8% | $139,434+0.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 18.05% | 26.32%-8.3pp | 25.84%-7.8pp | 372.94%-354.9pp |
| Employer contribution / active EE | $9,387 | $3,620+159.3% | $2,965+216.6% | $4,751+97.6% |
| Participant deferral / active EE | $6,976 | $5,548+25.7% | $4,851+43.8% | $6,710+4.0% |
| Admin fee / account holder | $2,256 | $11,591-80.5% | $8,252-72.7% | $11,403-80.2% |